WealthPLAN Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,570
| Closed | -$260K | – | 1081 |
|
|
2023
Q2 | $260K | Sell |
8,570
-2,463
| -22% | -$74.8K | 0.04% | 258 |
|
|
2023
Q1 | $376K | Sell |
11,033
-5,644
| -34% | -$192K | 0.04% | 228 |
|
|
2022
Q4 | $814K | Buy |
+16,677
| New | +$814K | 0.06% | 191 |
|
|
2022
Q1 | $1.2M | Sell |
24,920
-3,138
| -11% | -$152K | 0.08% | 157 |
|
|
2021
Q4 | $1.76M | Buy |
28,058
+272
| +1% | +$17.1K | 0.12% | 131 |
|
|
2021
Q3 | $1.68M | Buy |
27,786
+113
| +0.4% | +$6.84K | 0.11% | 129 |
|
|
2021
Q2 | $1.63M | Buy |
+27,673
| New | +$1.63M | 0.11% | 122 |
|
|
2017
Q2 | – | Sell |
-104
| Closed | -$4.56K | – | 397 |
|
|
2017
Q1 | $4.56K | Buy |
+104
| New | +$4.56K | 0.02% | 358 |
|
|
2016
Q3 | $22.5K | Sell |
587
-627
| -52% | -$24K | 0.01% | 462 |
|
|
2016
Q2 | $21.6K | Buy |
+1,214
| New | +$21.6K | ﹤0.01% | 1362 |
|